CFS
Commonwealth Financial Services’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.99M | Sell |
409,012
-4,322
| -1% | -$95K | 1.73% | 15 |
|
2025
Q1 | $8.98M | Buy |
413,334
+2,354
| +0.6% | +$51.1K | 1.84% | 13 |
|
2024
Q4 | $8.78M | Buy |
410,980
+7,946
| +2% | +$170K | 1.72% | 18 |
|
2024
Q3 | $8.92M | Buy |
403,034
+27,321
| +7% | +$605K | 1.76% | 16 |
|
2024
Q2 | $8.03M | Buy |
+375,713
| New | +$8.03M | 1.65% | 21 |
|